Tomasz Tunguz quotes on AI, with sources

General Partner, Theory Ventures · 9 quotes · latest Sep 24, 2026

Quotes

9 of 9 quotes, newest first

Date	Quote	Context	Source
Sep 24, 2026	AI has removed the typing from software engineering & left the system design.Sep 24, 2026· Post	PostThinking in Systems, Shipping in Loops	Source
Sep 24, 2026	The craft of fitting code together by hand is over; what remains is designing the loop that decides whether the output is right.Sep 24, 2026· Post	PostThinking in Systems, Shipping in Loops	Source
Sep 24, 2026	This is the new software engineering: designing the systems that let AI write code correctly at scale.Sep 24, 2026· Post	PostThinking in Systems, Shipping in Loops	Source
Sep 23, 2026	But the right tail of the market is thinner than almost anyone forecast.Sep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	Demand for intelligence is not a pyramid with a small, wealthy peak paying for everything beneath it.Sep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 23, 2026	Most business AI use is the messy middle: multi-step workflows that need a smart enough model at a price a company can afford. It is the most important part of the market today, & it is where the competition is fiercest.Sep 23, 2026· Post	PostThe Most Important Market in AI is the Middle	Source
Sep 21, 2026	If this is the first of many primitives specialized for production, then harnesses are about to capture a lot more margin.Sep 21, 2026· Post	PostAI Comes for the If Statement	Source
Sep 21, 2026	They also highlight the bifurcating economics of AI: state of the art models for discovery & optimized models for production. We use the largest frontier models to train new models, & the most capable models to architect systems. But once a system is engineered & hardened, running it thousands or millions of times through a workflow benefits from narrower AI.Sep 21, 2026· Post	PostAI Comes for the If Statement	Source
Jul 13, 2026	AI customer retention sits between mobile games and social networks. Frontier models keep the crown for about 41 days, and the price of a given level of intelligence falls roughly 10x per year, giving buyers more leverage every cycle.Jul 13, 2026· Post	PostThe AI Colander	Source

About Tomasz Tunguz

General Partner, Theory Ventures. Listed here for public statements only; no personal details. Initials instead of a photo.

Topics: Coding, Agents, Economics, Enterprise-AI

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Sources: the primary source linked on each quote, checked weekly. A quote is one moment; read the source. Logos via logo.dev; trademarks belong to their owners.

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